Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
JM Financial - India Resurgent
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.53%
4.15%
6 Months
2.18%
18.21%
1 Year
−4.96%
19.11%
3 Years
15.69%
23.58%
5 Years
15.58%
18.40%
Since Inception
10.95%
13.93%
Fund Age
8 yrs 8 mo
11 yrs 4 mo
AUM
₹649.19 Cr
₹13.37 Cr
Alpha – 1 Year
−4.53%
16.13%
Alpha – 3 Years
7.12%
11.69%
Information Ratio – 3 Years
0.60
1.24
Volatility – 1 Year
15.34%
18.18%
Volatility – 3 Years
18.43%
17.99%
Beta – 1 Year
0.74
0.94
Beta – 3 Years
0.99
1.01
Sharpe Ratio – 1 Year
-0.61
0.75
Sharpe Ratio – 3 Years
0.59
0.97
Worst Rolling Year
-6.10%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−22.16%
−20.05%
Recovery Period
122 days
162 days
1-Year Rolling Windows Positive
91.42%
—
Median Rolling Year
20.85%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 27% · M 15% · S 55%
Number of Stocks
—
32
Portfolio P/E
—
41.94
Top 5 Holdings
—
Laurus Labs Ltd · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
Top Sectors
—
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 0%